Tom’s nine years of experience spans life insurance, financial planning, portfolio management, and tax optimization.
Motivated by the complexities of the 2008 financial crisis, Tom dedicated his career to helping others navigate the often-unpredictable world of finance. He built a rigorous academic foundation to support this mission, earning a Bachelor’s in Finance from California State University at Fullerton and a Master’s in Finance and Economics from West Texas A&M. Before joining Farther, he earned the prestigious Chartered Financial Analyst (CFA) designation, further sharpening his expertise in portfolio management and tax optimization. Today, he provides his clients with a truly holistic experience, integrating financial planning, tax strategy, estate planning, and investment advice into a single, cohesive vision.
A native of Riverside, CA, Tom enjoys the intellectual challenge of being a wealth advisor and the personal reward of seeing his clients thrive. Outside of work, he is an avid traveler and film enthusiast who stays active through rock climbing and snowboarding, or relaxes with friends over a board game.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
